Integrate Casebook with Salesforce to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It - Salesforce ObjectRequired
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- NameRequired
- Report dateRequired
- Report methodRequired
- Report typeRequired
- NarrativeRequired
- First Name
- Last Name
- Birth Date
- Street Address
- Apt/Suite
- City
- State
- Zip Code
- Email Address
- Phone Number
- History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It - Disclaimer
- Salesforce ObjectRequired
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